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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,229 | $154,228+29.8% | $145,433+37.7% | $137,256+45.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.47% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $4 | $4,804-99.9% | $4,554-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $7,945 | $8,216-3.3% | $7,897+0.6% | $6,407+24.0% |
| Admin fee / account holder | $35,497 | $14,344+147.5% | $13,129+170.4% | $12,270+189.3% |